Enterprise Account Automation: Unified Customer Records
You win a new enterprise deal in Linear. That company should immediately have an account in Apollo. Right now they're stuck in prospect limbo.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Create an Apollo account
Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.
Why this helps
Enterprise deals are tracked and won in Linear, but the customer account never gets created in Apollo. Over time, your customer database becomes fragmented and unreliable.
- Accounts created instantly when deals close
- Customer data stays organized and accessible
- Seamless handoff to account management
- No missed onboarding steps
Setup
Build it in a few focused steps.
- 1Connect Linear and Apollo integrations to Notis.
- 2Create an automation named 'Auto-Create Enterprise Accounts'.
- 3Write the instruction: 'When a new issue is created in the Enterprise Deals project in Linear, create a matching account in Apollo with the company name and key details.'
- 4Select 'Issue Created' as the trigger, scoped to your enterprise deals project.
- 5Choose your notification channel and test by creating an enterprise deal issue in Linear.
Questions about this workflow
Can it pull company details from our CRM or other sources?
Yes, if the company info is in the Linear issue or referenced in the description, Notis will extract it. For deeper enrichment, combine this with our company enrichment automation.
What if the enterprise already exists in Apollo?
Notis will check for existing accounts by domain or company name. If it finds a match, it can update the existing account instead of creating a duplicate.
Who becomes the account owner in Apollo?
You can specify the owner in your automation: 'Create the account and assign it to the issue assignee in Linear' or 'Assign to [specific sales leader]'. Notis handles the mapping.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Apollo. A trigger fires from one place; an action lands in another.
Linear triggers
Apollo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Contacts to Sequence
Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk organization enrichment
Enriches data for up to 10 organizations simultaneously by providing a list of their base company domains (e.g., 'apollo.io', not 'www.apollo.io').
Comment Received Trigger
Triggered when a comment is received.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Issue Created Trigger
Triggered when a new issue is created.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create an Apollo account
Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Create Apollo contact
Creates a new contact in apollo.io; use `account id` to link to an organization and `contact stage id` for sales stage, noting that apollo does not perform automatic deduplication.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Apollo deal
Creates a new sales opportunity (deal) in apollo.io; all provided ids (`owner id`, `account id`, `opportunity stage id`) must be valid existing apollo identifiers.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Create Apollo Task
Creates a distinct apollo.io task for each contact id in contact ids, assigning them to user id; this action is not for free plan users and repeated calls create duplicate tasks.
Connect any two apps with Notis in the middle.
Linear and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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